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Fortinet

592 hedge funds and large institutions have $12B invested in Fortinet in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 238 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

9% less call options, than puts

Call options by funds: $61.4M | Put options by funds: $67.2M

5% less funds holding

Funds holding: 620592 (-28)

9% less capital invested

Capital invested by funds: $13.1B → $12B (-$1.14B)

16.17% less ownership

Funds ownership: 359.64%343.46% (-16%)

18% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 238

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 95

Holders
592
Holders Change
-28
Holders Change %
-4.52%
% of All Funds
13.05%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
70
Increased
195
Reduced
238
Closed
95
Calls
$61.4M
Puts
$67.2M
Net Calls
-$5.8M
Net Calls Change
+$7.27M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
126
Hancock Whitney
Mississippi
$9.8M -$3.62M -168,715 -26%
DIA
127
Davidson Investment Advisors
Montana
$9.39M -$476K -22,225 -5%
Asset Management One
128
Asset Management One
Japan
$9.24M +$171K +7,980 +2%
WG
129
Winton Group
United Kingdom
$8.98M -$4.82M -224,800 -34%
GIA
130
Gateway Investment Advisers
Ohio
$8.71M +$92.6K +4,320 +1%
WMSA
131
Weiss Multi-Strategy Advisers
New York
$8.6M +$5.79M +270,000 +174%
MAM
132
Martingale Asset Management
Massachusetts
$8.4M -$1.54M -71,770 -15%
WC
133
Woodstock Corp
Massachusetts
$8.28M -$64.3K -3,000 -0.7%
William Blair & Company
134
William Blair & Company
Illinois
$8.23M +$1.36M +63,455 +18%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$8.15M -$5.73M -267,440 -40%
NA
136
Navellier & Associates
Nevada
$8.09M -$529K -24,685 -6%
Two Sigma Investments
137
Two Sigma Investments
New York
$7.96M -$128M -5,977,585 -94%
SEI Investments
138
SEI Investments
Pennsylvania
$7.92M -$431K -20,130 -5%
ASRS
139
Arizona State Retirement System
Arizona
$7.89M +$3.76M +175,645 +82%
ACI
140
AMP Capital Investors
Australia
$7.87M -$2.21M -103,120 -21%
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$7.51M -$6.18M -288,360 -44%
STB
142
S&T Bank
Pennsylvania
$7.42M -$685K -31,985 -8%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.34M +$1.07M +50,120 +16%
EVM
144
Eaton Vance Management
Massachusetts
$7.18M +$259K +12,075 +4%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$7.1M -$6.74M -314,645 -47%
CAM
146
Congress Asset Management
Massachusetts
$6.94M -$1.64M -76,550 -18%
Aberdeen Group
147
Aberdeen Group
United Kingdom
$6.82M -$413K -19,285 -5%
AF
148
Aldebaran Financial
$6.67M -$296K -13,805 -4%
GF
149
Goodman Financial
Texas
$6.66M +$7.05M +329,150 New
PI
150
PineBridge Investments
New York
$6.62M -$9.6M -447,835 -58%

FTNT Hedge Fund Activity: Q1 2020 in Review

592 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fortinet (FTNT) for Q1 2020, worth a combined $12B — down 8.7% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of FTNT and 70 opened new positions — a net loss of 25 holders — while 238 trimmed existing stakes and 195 added.

The largest buyer was Whale Rock Capital Management, adding an estimated $100M. The largest seller was Two Sigma Investments, cutting an estimated $128M.

  • 592 institutional investors held Fortinet (FTNT) as of Q1 2020, down from 620 in Q4 2019.
  • Funds reported $12B of Fortinet stock for Q1 2020, down 8.7% quarter-over-quarter.
  • 70 funds opened new Fortinet positions in Q1 2020 and 95 closed out, a net change of -25 holders.
  • The largest Fortinet buyer in Q1 2020 was Whale Rock Capital Management, an estimated $100M added.
  • The largest Fortinet seller in Q1 2020 was Two Sigma Investments, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2020.